Education / CPD Course

High End Life Insurance in Hong Kong : Universal Life, Whole Life, Savings and Unit-link Insurance

Contents

1. Interesting Cases Sharing

2. Life Insurance Principles

3. High End Life Universal Life (Wealth Preserver Policy), Whole Life, Savings (Young Bonus Power, High-net-worth Wealth Optima, Bonus Power) and Unit-link (Treasure Unit-link) Life Insurance Main Policy Features, Riders (Accelerated Death Benefit, Accident) and Provisions (Beneficiary Designation, Claim Payments Methods, Trust Arrangement, Grace Period, Premium Holiday, Incontestability Clause, Replacement)

4. Relevant Underwriting Principles & Claims Handling 5. How to assist client to choose the suitable coverage and insurers

Speaker

Ms. Tinna Kwok,

Chartered Insurer, ACII, BA(Hons), DLS

Medium of Teaching

Cantonese

CPD Credits
3 IA CPD Hours
3 MPFA Non-core Credits
Dress Code

Smart Casual

Important Notes

1. Seats are allocated on a first-come-first-served basis.

2. Administration fee is non-refundable and non-transferable.

3. Full and strict attendance is enforced as attached

4. Course certificate will be issued right after successful completion of the course. 

Enquiry
Paulianna Chan
2869 8515
paulianna.chan@piba.org.hk
Info
Date:13 October 2023 (Friday)
Time:6:00 AM - 9:00 AM (3 hours)
Venue:
VTC Tower, 27 Wood Road, Wanchai, Hong Kong

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Enrollment
PIBA Member
HK$ 180
01:00 of 1 September 2023
Non-PIBA Member
HK$ 270
01:00 of 1 September 2023
Deadline
10:00 of 03 October 2023 or when it is full, whichever is earlier
Course Completed